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TEAF

Ecofin Sustainable & Social Impact Term Fund

Delisted

TEAF was delisted on the 7th of November, 2025.

50 hedge funds and large institutions have $62.6M invested in Ecofin Sustainable & Social Impact Term Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

6% more funds holding

Funds holding: 4750 (+3)

1.54% more ownership

Funds ownership: 35.32%36.85% (+1.5%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $61.8M → $62.6M (+$833K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
19
Reduced
18
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1
Atlas Wealth
Ohio
$14.2M -$72.4K -5,673 -0.5%
SCM
2
Saba Capital Management
New York
$11.1M -$77.4K -6,061 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$6.8M +$127K +9,908 +2%
Bank of America
4
Bank of America
North Carolina
$4.65M +$832K +65,135 +21%
EBWM
5
Eagle Bluffs Wealth Management
Missouri
$2.61M +$1.99K +156 +0.1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.49M -$38.6K -3,025 -1%
RJA
7
Raymond James & Associates
Florida
$1.68M -$37.7K -2,950 -2%
AAM
8
Advisors Asset Management
Colorado
$1.38M -$1.01K -79 -0.1%
SFS
9
Shaker Financial Services
Virginia
$1.32M +$479K +37,542 +55%
AWC
10
Abundance Wealth Counselors
Pennsylvania
$1.27M -$34.4K -2,695 -3%
Cerity Partners
11
Cerity Partners
New York
$1.23M +$1.26M +98,357 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.11M -$193K -15,100 -15%
OC
13
Oppenheimer & Co
New York
$971K +$284K +22,239 +40%
Osaic Holdings
14
Osaic Holdings
Arizona
$867K +$9.89K +775 +1%
Millennium Management
15
Millennium Management
New York
$817K +$6.38K +500 +0.8%
WAM
16
Wolverine Asset Management
Illinois
$796K -$327K -25,629 -29%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$763K +$89.9K +7,045 +13%
Truist Financial
18
Truist Financial
North Carolina
$738K -$61.9K -4,851 -8%
PAG
19
Private Advisor Group
New Jersey
$621K +$3.83K +300 +0.6%
LSC
20
Logan Stone Capital
Illinois
$602K
LPL Financial
21
LPL Financial
California
$588K +$23.4K +1,835 +4%
WA
22
Wealth Alliance
New York
$549K -$6.38K -500 -1%
NAS
23
NWF Advisory Services
California
$540K
DADC
24
D.A. Davidson & Co
Montana
$484K +$29.9K +2,338 +6%
CW
25
CreativeOne Wealth
Kansas
$433K +$2.54K +199 +0.6%

TEAF Hedge Fund Activity: Q2 2023 in Review

50 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Ecofin Sustainable & Social Impact Term Fund (TEAF) for Q2 2023, worth a combined $62.6M — up 1.3% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TEAF positions and 1 closed out — a net gain of 4 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $1.26M. The largest seller was Wolverine Asset Management, cutting an estimated $327K.

  • 50 institutional investors held Ecofin Sustainable & Social Impact Term Fund (TEAF) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $62.6M of Ecofin Sustainable & Social Impact Term Fund stock for Q2 2023, up 1.3% quarter-over-quarter.
  • 5 funds opened new Ecofin Sustainable & Social Impact Term Fund positions in Q2 2023 and 1 closed out, a net change of +4 holders.
  • The largest Ecofin Sustainable & Social Impact Term Fund buyer in Q2 2023 was Cerity Partners, an estimated $1.26M added.
  • The largest Ecofin Sustainable & Social Impact Term Fund seller in Q2 2023 was Wolverine Asset Management, an estimated $327K sold.

Based on aggregated 13F filings for Q2 2023.